Wealth Planning Advisor – Growth & Retirement Focus

Scotiabank; Brockville; Hybrid; CAD 65,000 - 105,000; Full time

Benefits offered by this job

Relocation support

Competitive compensation

Inclusive culture

Work-life balance

Job summary

Scotiabank is hiring a Financial Advisor, Investment and Retirement Planning (FAIR) in Ontario. You will manage a portfolio of clients, deepen investment and banking relationships, and meet deposit and investment sales goals through tailored financial planning.

You will conduct retirement planning, wealth accumulation and estate planning, delivering expert advice, educating clients, and growing long-standing relationships, with relocation support available.

Qualifications

• Experience in financial planning and investment sales preferred.
• CFP/CIFP designation or bank-recognized equivalent.
• Mutual Funds Representative license in good standing.
• Collaborative, results-driven team player with market awareness.

Responsibilities

• Establish and deepen investment and banking relationships with assigned clients.
• Conduct retirement planning, wealth accumulation and estate planning reviews.
• Provide trusted financial advice and tailor strategies to client needs.
• Educate clients, deliver insights, and grow long-standing relationships.
• Leverage technology tools to enhance client interactions and planning.

Skills

Financial planning

Investment sales

Client relationship management

Goal-driven mindset

Education

CFP/CIFP designation or equivalent

Mutual Funds Representative license

Job description

Scotiabank is hiring a Financial Advisor, Investment and Retirement Planning (FAIR) in Ontario. You will manage a portfolio of clients, deepen investment and banking relationships, and meet deposit and investment sales goals through tailored financial planning.

You will conduct retirement planning, wealth accumulation and estate planning, delivering expert advice, educating clients, and growing long-standing relationships, with relocation support available.